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Advisory Resource Group 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Advisory Resource Group
报告期 2026-03-31 · CIK 0001764968
持仓数
172
前50大市值合计
$456.3M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 15
增持 81
减持 47
清仓 7
方向
标的
Δ市值
现股数(环比)
减持
PTRB
PGIM ETF TR
-$5.9M
107,353
-57%
建仓
AIG
AMERICAN INTL GROUP INC
+$4.2M
53,139
减持
PSX
PHILLIPS 66
+$3.8M
232,642
-9%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
减持
—
LAM RESEARCH CORP
-$3.3M
660
-87%
减持
QDPL
PACER FDS TR
+$2.8M
1,172,873
-1%
建仓
EVTR
MORGAN STANLEY ETF TRUST
+$2.7M
54,335
增持
JSI
JANUS DETROIT STR TR
+$2.7M
209,663
+32%
减持
COP
CONOCOPHILLIPS
+$2.4M
225,021
-0%
增持
SMMD
ISHARES TR
+$1.9M
230,509
+8%
减持
SMTH
ALPS ETF TR
-$1.9M
704,991
-8%
增持
HAL
HALLIBURTON CO
+$1.1M
113,264
+21%
增持
—
EXXON MOBIL CORP
+$1.0M
40,584
+10%
增持
CMI
CUMMINS INC
+$1.0M
14,688
+6%
增持
C
CITIGROUP INC
+$983.6K
73,185
+3%
减持
TSLA
TESLA INC
-$976.8K
4,215
-39%
减持
HERD
PACER FDS TR
-$935.9K
303,024
-11%
清仓
BILL
BILL HOLDINGS INC
-$922.6K
0
-100%
增持
XLF
SELECT SECTOR SPDR TR
+$918.2K
100,729
+14%
增持
CI
THE CIGNA GROUP
+$900.7K
12,195
+3%
建仓
—
ROYALTY PHARMA PLC
+$823.7K
27,121
增持
HYDB
ISHARES TR
+$815.4K
135,610
+13%
增持
DOV
DOVER CORP
+$806.0K
23,788
+7%
增持
HAWX
ISHARES TR
+$802.2K
137,384
+13%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$769.8K
188,096
+2%
减持
CSL
CARLISLE COS INC
+$727.2K
11,300
-5%
增持
GOOG
ALPHABET INC
+$722.3K
9,690
+81%
减持
IVV
ISHARES TR
+$693.0K
18,087
-2%
增持
CSCO
CISCO SYS INC
+$670.0K
84,530
+20%
增持
IWD
ISHARES TR
+$636.9K
27,462
+6%
增持
AVDE
AMERICAN CENTY ETF TR
+$608.9K
66,476
+11%
增持
AVIG
AMERICAN CENTY ETF TR
+$601.4K
175,593
+11%
增持
AFL
AFLAC INC
+$600.5K
47,188
+13%
增持
QQQ
INVESCO QQQ TR
+$585.8K
13,659
+2%
减持
AMAT
APPLIED MATLS INC
+$584.6K
20,629
-9%
增持
JNJ
JOHNSON & JOHNSON
+$548.6K
25,036
+15%
减持
NVDA
NVIDIA CORPORATION
+$546.3K
1,858
-19%
清仓
BCAT
BLACKROCK CAP ALLOCATION TER
-$519.3K
0
-100%
减持
SNOW
SNOWFLAKE INC
-$518.9K
3,999
-32%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$507.8K
2,688
-50%
减持
IWF
ISHARES TR
+$483.9K
15,895
-1%
建仓
YDEC
FIRST TR EXCHNG TRADED FD VI
+$477.1K
20,285
增持
FITB
FIFTH THIRD BANCORP
+$470.9K
121,027
+4%
减持
PECO
PHILLIPS EDISON & CO INC
-$436.5K
13,516
-46%
增持
NVS
NOVARTIS AG
+$433.1K
12,093
+66%
增持
AAPL
APPLE INC
-$422.0K
20,651
+0%
增持
PULS
PGIM ETF TR
+$404.9K
87,052
+10%
清仓
ZG
ZILLOW GROUP INC
-$366.1K
0
-100%
建仓
NEE
NEXTERA ENERGY INC
+$354.9K
5,553
增持
MSFT
MICROSOFT CORP
+$354.6K
7,288
+1%
增持
XLB
SELECT SECTOR SPDR TR
+$351.7K
18,478
+16%
清仓
DOCU
DOCUSIGN INC
-$337.0K
0
-100%
增持
—
EATON CORP PLC
+$332.6K
4,105
+4%
增持
BKIE
BNY MELLON ETF TRUST
+$326.6K
65,727
+1%
建仓
GSK
GSK PLC
+$320.0K
7,465
减持
—
AMERICAN CENTY ETF TR
-$316.8K
92,182
-10%
增持
NTES
NETEASE INC
+$308.1K
8,335
+40%
增持
SPEM
SPDR INDEX SHS FDS
+$303.5K
59,909
+14%
减持
LLY
ELI LILLY & CO
+$298.7K
1,680
-3%
清仓
ROKU
ROKU INC
-$298.5K
0
-100%
减持
ICSH
ISHARES TR
-$297.5K
5,909
-50%
建仓
KVUE
KENVUE INC
+$286.9K
13,371
增持
—
STELLANTIS N.V
+$281.9K
35,673
+14%
增持
—
CRH PLC
+$276.5K
11,683
+10%
增持
XLC
SELECT SECTOR SPDR TR
+$276.4K
16,917
+11%
增持
XLV
SELECT SECTOR SPDR TR
+$270.0K
10,051
+13%
增持
NVO
NOVO-NORDISK A S
+$267.7K
7,317
+13%
建仓
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
+$267.4K
1,801
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$265.7K
8,468
-1%
增持
—
CHUBB LIMITED
+$246.1K
3,533
+19%
增持
VEMY
VIRTUS ETF TR II
+$242.2K
89,230
+8%
增持
CPNG
COUPANG INC
+$241.4K
58,291
+19%
增持
MFC
MANULIFE FINL CORP
+$240.8K
38,209
+18%
减持
V
VISA INC
-$233.9K
1,177
-46%
建仓
JPM
JPMORGAN CHASE & CO
+$231.7K
1,157
增持
JAAA
JANUS DETROIT STR TR
+$230.4K
56,678
+8%
建仓
GLW
CORNING INC
+$225.2K
6,833
增持
TTD
THE TRADE DESK INC
+$222.8K
11,464
+6%
增持
SLF
SUN LIFE FINANCIAL INC.
+$222.4K
17,179
+25%
建仓
DBEF
DBX ETF TR
+$217.9K
5,323
增持
—
TRANE TECHNOLOGIES PLC
+$216.3K
3,089
+6%
减持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$211.3K
60,177
-2%
建仓
UNH
UNITEDHEALTH GROUP INC
+$209.3K
423
建仓
DG
DOLLAR GEN CORP NEW
+$208.6K
1,337
清仓
PFE
PFIZER INC
-$206.7K
0
-100%
减持
DASH
DOORDASH INC
+$206.2K
7,252
-10%
增持
CNI
CANADIAN NATL RY CO
+$202.1K
6,733
+24%
建仓
MRK
MERCK & CO INC
+$201.6K
1,528
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$190.8K
3,820
-4%
减持
—
ASML HOLDING N V
+$190.7K
932
-1%
减持
HR
HEALTHCARE RLTY TR
-$188.6K
49,966
-4%
增持
RY
ROYAL BK CDA
+$179.3K
8,741
+26%
增持
LULU
LULULEMON ATHLETICA INC
-$173.3K
1,801
+5%
减持
META
META PLATFORMS INC
+$165.9K
4,100
-20%
建仓
RIVN
RIVIAN AUTOMOTIVE INC
+$156.0K
14,244
增持
XLY
SELECT SECTOR SPDR TR
+$155.1K
5,327
+16%
减持
AMZN
AMAZON COM INC
-$146.9K
10,538
-22%
增持
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
+$141.3K
50,946
+7%
增持
MA
MASTERCARD INCORPORATED
+$136.5K
2,069
+3%
增持
NFLT
ETFIS SER TR I
+$133.6K
138,927
+4%
增持
HYFI
AB ACTIVE ETFS INC
+$125.9K
84,920
+3%
增持
INFY
INFOSYS LTD
+$125.7K
48,565
+20%
减持
AXON
AXON ENTERPRISE INC
+$124.9K
3,170
-6%
减持
OKE
ONEOK INC NEW
+$121.6K
14,252
-2%
增持
SCHD
SCHWAB STRATEGIC TR
+$119.5K
15,879
+4%
减持
ABNB
AIRBNB INC
+$118.4K
7,854
-9%
增持
CDNS
CADENCE DESIGN SYSTEM INC
+$117.8K
2,818
+1%
增持
SYK
STRYKER CORPORATION
+$117.0K
1,250
+13%
增持
CVX
CHEVRON CORP NEW
+$112.4K
4,476
+12%
增持
SONY
SONY GROUP CORP
+$110.3K
9,241
+28%
增持
RIO
RIO TINTO PLC
+$109.5K
12,906
+35%
减持
UBER
UBER TECHNOLOGIES INC
+$107.6K
12,249
-10%
减持
CAT
CATERPILLAR INC
+$104.7K
1,689
-3%
增持
COST
COSTCO WHSL CORP NEW
+$102.5K
1,303
+1%
增持
DIS
DISNEY WALT CO
+$100.5K
3,123
+0%
增持
—
ACCENTURE PLC IRELAND
+$99.1K
2,330
+15%
增持
INDS
PACER FDS TR
+$88.0K
146,758
+7%
减持
GE
GENERAL ELECTRIC CO
+$87.7K
1,836
-0%
减持
AMD
ADVANCED MICRO DEVICES INC
+$80.2K
6,069
-12%
减持
IXUS
ISHARES TR
+$74.8K
39,310
-2%
清仓
—
CHARGEPOINT HOLDINGS INC
-$67.5K
0
-100%
增持
LOW
LOWES COS INC
+$66.1K
1,598
+4%
增持
HYMB
SPDR SER TR
+$65.9K
16,288
+17%
增持
IWP
ISHARES TR
+$60.8K
2,621
+15%
增持
WM
WASTE MGMT INC DEL
+$60.6K
1,773
+0%
增持
VGT
VANGUARD WORLD FD
+$58.5K
1,019
+4%
增持
VTI
VANGUARD INDEX FDS
+$57.6K
1,280
+10%
减持
PANW
PALO ALTO NETWORKS INC
-$57.0K
2,501
-4%
减持
NOW
SERVICENOW INC
+$56.7K
1,077
-0%
增持
ABBV
ABBVIE INC
+$55.3K
1,975
+1%
增持
VOO
VANGUARD INDEX FDS
+$53.2K
1,133
+1%
增持
INTC
INTEL CORP
-$49.8K
14,260
+5%
减持
XLE
SELECT SECTOR SPDR TR
-$49.4K
2,971
-24%
增持
IWR
ISHARES TR
+$48.5K
5,949
+2%
增持
WMT
WALMART INC
+$46.9K
8,213
+189%
增持
SPY
SPDR S&P 500 ETF TR
+$44.6K
675
+4%
减持
SHOP
SHOPIFY INC
-$44.3K
9,913
-5%
增持
VB
VANGUARD INDEX FDS
+$42.9K
2,318
+2%
减持
FSMB
FIRST TR EXCH TRADED FD III
-$39.7K
97,027
-1%
增持
MUB
ISHARES TR
+$35.6K
17,793
+3%
减持
RVNU
DBX ETF TR
-$34.3K
73,021
-2%
减持
HPI
HANCOCK JOHN PFD INCOME FD
+$33.6K
125,502
-4%
减持
NET
CLOUDFLARE INC
-$31.5K
7,880
-17%
减持
PFXF
VANECK ETF TRUST
+$31.0K
75,632
-1%
增持
AEP
AMERICAN ELEC PWR CO INC
+$29.5K
6,024
+0%
减持
AVMU
AMERICAN CENTY ETF TR
-$25.0K
40,350
-1%
增持
XLK
SELECT SECTOR SPDR TR
+$23.8K
1,260
+2%
增持
T
AT&T INC
+$23.0K
27,526
+0%
减持
FMB
FIRST TR EXCH TRADED FD III
-$20.8K
8,937
-4%
增持
EMB
ISHARES TR
+$19.7K
2,569
+9%
增持
DINO
HF SINCLAIR CORP
+$17.6K
3,646
+0%
